EQ Model Portfolio: Positive Impact – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Current Portfolio

Growth
Equities: Global
BMO Responsible Global EquityA global equity fund investing in companies considered to be making a positive contribution to society and the environment.Details
Equities: Asia
Impax Asian Environmental MarketsA fund that looks to deliver a portfolio of Asian stocks that play into broad environmental themes that are chosen for their positive impact as well as the potential for compelling returns.Details
Equities: Thematic
FP WHEB SustainabilityA fund that looks to deliver a portfolio of stocks that play into selected social and environmental themes that are chosen for their positive impact as well as the potential for compelling returns.Details
Sarasin Food and Agricultural OpportunitiesA thematic fund that invests in companies globally which generates most of their revenues from sustainable food and agricultural themes.Details
Impax Environmental LeadersA fund managed by the largest independent environmentally focused investment house that looks to deliver a portfolio of stocks that play into resource efficiency themes.Details
Polar Capital BiotechnologyA thematic equity fund that gives investors access to both large and small companies in the rapidly growing biotechnology spaceDetails
Janus Henderson Global Sustainable EquityThe fund invests in a concentrated portfolio of companies globally that have a positive impact on the society or the environment.Details
Hermes Impact Opportunities EquityThe fund invests in companies globally addressing the unmet needs in society, through the development of products and services making a clear and measurable impact on society and the environment. Towards this end, the strategy offers a way to meaningfully support delivery on the widely agreed UN Sustainable Development Goals.Details
Equities: UK
Royal London Sustainable Leaders TrustThis is a UK Equity fund that will predominately invest in large cap stocks chosen for their positive impact on society and the environment.Details
Ninety One UK Sustainable EquityThis fund invests in quality companies that exhibit strong internal and external sustainability within the ten Sustainable Themes developed by Investec. Companies thus score highly I meeting both ESG and Impact investing targets.Details
Equities: Emerging Markets
BMO Responsible Global Emerging MarketsThe fund invests in stocks within Emerging Market countries, looking for companies that fit within six themes which are engaged in positive change on society and renewable energy, and supportive of long term growth.Details
Defensive
Bonds: Short Dated
EdenTree Amity Short Dated BondA high quality investment grade only bond fund, with its strategy built upon a “profit with principles” approach which is achieved by investing responsible in sustainable businesses.Details
Bonds: Corporate Credit - IG
Liontrust Sust Future Corporate BondA fixed income fund that focuses mainly on the bonds of UK corporates which make a positive contribution to society and the environment through sustainable and socially responsible practicesDetails
Royal London Sustainable Managed IncomeA fixed income fund that invests primarily in corporate bonds issued in the UK and selected by an experienced sustainability team.Details
Rathbone Ethical BondA fixed income fund that focuses on the bonds of UK corporates that are engaged in activities with a benefit to society and the environmentDetails
Threadneedle UK Social BondA fund that focuses on the corporate bonds of UK corporates and institutions which make a positive contribution to society.Details
Allianz Green BondThe fund invests into green bonds, which are bonds raised to finance projects meeting specific environmental criteria. Allianz Green Bond is one of the first funds focusing on this relatively new and fast growing asset class.Details
Wellington Global Impact BondA global investment grade fund aiming to achieve both attractive financial returns and a meaningful social and/or environmental impact.Details
Bonds: Flexible Bonds
EdenTree Amity Sterling BondA fixed income fund that focuses mainly on the bonds of UK corporates which make a positive contribution to society and the environment through sustainable and socially responsible practicesDetails
Alternatives
Property: Global Property
Sarasin Sustainable Equity Global Real EstateA fund that invests in ethically screened securities of real estate companies globally with a focus on sustainable buildings.Details
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